Personal Finance Articles

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5833 Articles

Gerelyn Terzo | Jul 18, 2026 at 10:05 AM EDT

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

A 3% mortgage sounds like an asset until you price out what surrounds it. Retired couples across the country are…

Gerelyn Terzo | Jul 18, 2026 at 10:04 AM EDT

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

Bosses are begging tired boomers to stay, and that awkward leverage changes every calculation about when to file for Social…

Drew Wood | Jul 18, 2026 at 9:00 AM EDT

The Portfolio That Lets You Cruise Through the News, Unbothered

Every new tariff headline, rate decision, and earnings miss seems to demand a financial response, and that constant pressure is…

Carl Sullivan | Jul 18, 2026 at 8:30 AM EDT

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Crossing the million-dollar savings milestone felt like financial freedom, but a single tax return in retirement can quietly erase a…

Drew Wood | Jul 18, 2026 at 7:11 AM EDT

Here’s the Funding It Takes to Keep Learning Forever

Lifelong learning sounds like a noble habit until you price it out across decades and realize it behaves more like…

Gerelyn Terzo | Jul 18, 2026 at 7:02 AM EDT

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

Selling the family home handed one couple a financial lever most retirees overlook, and the way they used it reshaped…

Gerelyn Terzo | Jul 18, 2026 at 6:04 AM EDT

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Most couples build retirement around two incomes, two checks, two safety nets, but one event quietly erases half that picture…

Drew Wood | Jul 18, 2026 at 5:01 AM EDT

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

Bad luck rarely arrives alone, and the standard emergency fund is sized for single blows, not the clusters that actually…

Marc Guberti | Jul 18, 2026 at 4:43 AM EDT

A $1.4 Million 401(k) Balance Can Still Cost You Thousands in Taxes Without This One Move

A $1.4 million 401(k) sounds like retirement security, but without a specific annual withdrawal strategy locked in before age 73,…

Marc Guberti | Jul 17, 2026 at 9:43 PM EDT

A $500,000 401(k) Balance Can Lose $140,000 to Hidden Fees. Here’s What to Do Now

Most retirement savers spend decades watching their balance grow without realizing a single overlooked line item on their plan statement…

Michael Williams | Jul 17, 2026 at 8:02 PM EDT

Arizona or Florida: Where a $1 Million Retirement Actually Goes Further

Both states promise sunshine and no winter, but one quiet line item in the annual budget quietly rewrites the entire…

Michael Williams | Jul 17, 2026 at 7:00 PM EDT

The Real Cost of Retiring in The Villages, Florida, on Social Security Alone

The golf carts and live music look affordable until you price the fee stack the sales office glosses over, and…

Michael Williams | Jul 17, 2026 at 6:48 PM EDT

He Worked Past 65 at a 12-Person Firm. His Insurance Quietly Became Secondary and Denied Everything

A machinist spent two decades trusting his employer health plan, turned 65, kept working, and never touched Medicare. Then a…

Michael Williams | Jul 17, 2026 at 6:23 PM EDT

That $6,000 Disney Trip Actually Costs $9,000. Here’s the Math Nobody Shows You.

Nearly half of parents borrow to take their kids to Disney, and when the credit card statement finally clears, the…

Michael Williams | Jul 17, 2026 at 5:52 PM EDT

Nobody Wants to Retire in Oklahoma. Maybe That’s Exactly Why You Should

A Plains state most retirees dismiss without a second thought keeps showing up in the spreadsheets of people with modest…

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Personal Finance Articles

All Personal Finance Articles

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

The Portfolio That Lets You Cruise Through the News, Unbothered

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Here’s the Funding It Takes to Keep Learning Forever

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

A $1.4 Million 401(k) Balance Can Still Cost You Thousands in Taxes Without This One Move

A $500,000 401(k) Balance Can Lose $140,000 to Hidden Fees. Here’s What to Do Now

Arizona or Florida: Where a $1 Million Retirement Actually Goes Further

The Real Cost of Retiring in The Villages, Florida, on Social Security Alone

He Worked Past 65 at a 12-Person Firm. His Insurance Quietly Became Secondary and Denied Everything

That $6,000 Disney Trip Actually Costs $9,000. Here’s the Math Nobody Shows You.

Nobody Wants to Retire in Oklahoma. Maybe That’s Exactly Why You Should

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Have a Large 401(k) Balance and Approaching 62? Make Sure You Convert Before This Medicare Rule Kicks In

New York Has the Heaviest State and Local Tax Burden in America. For a Retiree Living on Social Security, Here’s What It Really Costs.

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Have a Large 401(k) Balance and Approaching 62? Make Sure You Convert Before This Medicare Rule Kicks In

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Have a Large 401(k) Balance and Approaching 62? Make Sure You Convert Before This Medicare Rule Kicks In

Personal Finance Articles

All Personal Finance Articles

They’ve Wanted to Downsize for Years, but a 3% Mortgage Trapped Them. As the Market Thaws, This Couple Faces a Fixed-Income Dilemma.

The Real Labor Shortage Isn’t AI. It’s Retiring Boomers. Here’s What That Means for Your Social Security.

The Portfolio That Lets You Cruise Through the News, Unbothered

Retirees Are Realizing a $1 Million Nest Egg Only Means $28,000 in Real Annual Spending

Here’s the Funding It Takes to Keep Learning Forever

They Downsized and Freed $300,000 in Home Equity. It Let Them Delay Social Security to 70, and It Paid Off.

The Social Security Move That Better Ensures His Wife Never Has to Worry About the House

Create Your Own “Bad Luck Fund” For Life’s Inevitable Setbacks

A $1.4 Million 401(k) Balance Can Still Cost You Thousands in Taxes Without This One Move

A $500,000 401(k) Balance Can Lose $140,000 to Hidden Fees. Here’s What to Do Now

Arizona or Florida: Where a $1 Million Retirement Actually Goes Further

The Real Cost of Retiring in The Villages, Florida, on Social Security Alone

He Worked Past 65 at a 12-Person Firm. His Insurance Quietly Became Secondary and Denied Everything

That $6,000 Disney Trip Actually Costs $9,000. Here’s the Math Nobody Shows You.

Nobody Wants to Retire in Oklahoma. Maybe That’s Exactly Why You Should

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Have a Large 401(k) Balance and Approaching 62? Make Sure You Convert Before This Medicare Rule Kicks In

New York Has the Heaviest State and Local Tax Burden in America. For a Retiree Living on Social Security, Here’s What It Really Costs.

Featured Reads

A 72-Year-Old Couple With $900,000 in IRAs Converts Nothing. Their Kids Inherit the Tax Bill Instead.

Have a Large 401(k) Balance and Approaching 62? Make Sure You Convert Before This Medicare Rule Kicks In